Commonwealth Financial Network
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephanni Sharp is a financial advisor working in San Diego, California, with a total of 2 years of relevant experience. Sharp is currently employed by Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Finanical Network, Ashford University, Independent Financial Group and Commonwealth Financial Network. Sharp maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Commonwealth Financial Network is a business operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in assets across its 585,629 accounts, placing it among the largest firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules vary depending on which service is provided. Fees charged by Commonwealth Financial Network most likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commonwealth Financial Network Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stephanni Sharp Work History
Stephanni has been registered as a financial advisor for 2 years.*
Commonwealth Financial Network
Independent Financial Group
Commonwealth Finanical Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Stephanni Sharp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Saint George, UT
New York, NY
San Diego, CA
East Syracuse, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.